Steven FreedCRD Number: 4539715
Current Firm: Vision Investment Advisors, LLC
Steven Freed (CRD# 4539715) is an Investment Advisor Representative working at Vision Investment Advisors, LLC in Boynton Beach, FL and has over 12 years of experience in the finance industry.
Castle Wealth Management
United Capital Financial Advisers
Indian River Financial Group, Inc.
|Tax Advisors Of Palm Beach Inc.||Boynton Beach, FL||Sep 2015 - Current||1|
|Vision Investment Advisors||Boynton Beach, FL||Jan 2010 - Current||6|
|Vision Brokerage Services||Boynton Beach, FL||Nov 2009 - Current||7|
|Greenwave Financial Markets||Delray Beach, FL||Oct 2009 - Current||7|
|Unemployed||Avenuta, FL||May 2009 - Sep 2009||< 1|
|Tradestation Securities||Plantation, FL||Mar 2004 - Apr 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2004|
|S65||NASAA Investment Advisors Law Examination||Dec 2009|
Total Assets Under Management61MILLIONS
Total Number of Accounts111ACCOUNTS
Average Account Value$551,212
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DE, FL, IL, LA, MA, MD, MI, ND, NE, NH, NJ, NV, NY, OR, SD, TN, TX
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